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Wellspring Financial Advisors’s S&P Global SPGI Stock Holding History

Wellspring Financial Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$647K Sell
1,590
-96
-6% -$40.5K 0.04% 141
2026
Q1 		$717K Sell
1,686
-507
-23% -$235K 0.05% 128
2025
Q4 		$1.15M Buy
2,193
+1,490
+212% +$737K 0.09% 75
2025
Q3 		$342K Sell
703
-235
-25% -$126K 0.03% 113
2025
Q2 		$494K Buy
938
+305
+48% +$152K 0.05% 84
2025
Q1 		$321K Buy
633
+114
+22% +$58.3K 0.04% 92
2024
Q4 		$258K Sell
519
-514
-50% -$261K 0.03% 109
2024
Q3 		$534K Buy
1,033
+384
+59% +$190K 0.06% 82
2024
Q2 		$289K Buy
649
+50
+8% +$21.5K 0.04% 107
2024
Q1 		$255K Buy
599
+5
+0.8% +$2.17K 0.04% 107
2023
Q4 		$262K Sell
594
-72
-11% -$28.4K 0.07% 104
2023
Q3 		$243K Buy
+666
New +$262K 0.07% 98

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Wellspring Financial Advisors's SPGI Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its S&P Global (SPGI) stake by 5.7% in Q2 2026, selling an estimated $40.5K and leaving 1,590 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #141.

Wellspring Financial Advisors first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2025. 553 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wellspring Financial Advisors held 1,590 shares of S&P Global worth $647K as of Q2 2026.
  • Wellspring Financial Advisors sold 96 S&P Global shares in Q2 2026, an estimated $40.5K.
  • S&P Global made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • Wellspring Financial Advisors first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
  • Wellspring Financial Advisors's S&P Global position peaked at $1.15M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.